MCP Server

To connect the Cascade agent in the Windsurf Editor to the QC MCP Server, follow these steps:

1. Install and open the Windsurf Editor.
2. In the top navigation bar of Windsurf, click View > Extensions.
3. In the Search Exensions in Marketplace field, enter QuantConnect.
4. Click Install.
5. In the left navigation bar, click the QuantConnect icon.
6. In the Initialization Checklist panel, click Login to QuantConnect.

7. In the Windsurf window, click Open.

8. On the Code Extension Login page, click Grant Access.
9. In the Select Workspace panel, click Pull Organization Workspace.

10. In the Pull QuantConnect Organization Workspace window, click the cloud workspace (organization) that you want to pull.

11. In the Pull QuantConnect Organization Workspace window, create a directory to serve as the organization workspace and then click Select.


It takes a few minutes to create a new organization workspace directory and populate it with the the initial file structure. After the organization workspace is populated with the initial file structure, it pulls your cloud project files.

12. In your ~ / .codeium / windsurf / mcp_config.json file, add the following configuration:

{
  "mcpServers": {
    "qc-mcp": {
      "disabled": false,
      "url": "http://localhost:3001/"
    }
  }
}

13. In Windsurf, create a new project or open an existing one.
14. In the top navigation menu, click File > Preferences > Windsurf Settings.
15. On the Windsurf Settings page, in the Cascade section, click Open MCP Marketplace.
16. If the QC MCP Server has an error, click the refresh icon to restart it.

17. Press Ctrl+L to open Cascade and begin interacting with the agent.

To backtest and live trade with the local Deployment Target, install Docker Desktop. The installation process depends on if your machine uses Windows, macOS, or Linux.

Windsurf supports several LLMs that you can use in the Cascade panel, including GPT, Claude, and Gemini. To change the model, click the model name at the bottom of the Cascade panel and then click the name of the model to use.

To view all the available models, see Models in the Windsurf documentation.

There are no quotas on the QuantConnect API, but Windsurf Cascade and the LLMs have some. To view the quotas, see Plans and Credit Usage in the Windsurf documentation and see the quotas of the model you use.

The following sections explain some issues you may encounter and how to resolve them.

No Tools Available

If the agent can't access the tools of the MCP Server, follow these steps to restart the server:

1. In the top navigation bar of Windsurf, click File > Preferences > Windsurf Settings.
2. On the Windsurf Settings page, in the Cascade section, click Open MCP Marketplace.
3. If the QC MCP Server has an error, click the refresh icon to restart it.

Service Outages

The MCP server relies on the QuantConnect API and the client application. To check the status of the QuantConnect API, see our Status page. To check the status of Windsurf, see the Windsurf Status page. To check the status of the LLM, see its status page. For example, Claude users can see the Anthropic Status page.

The following examples demonstrate the MCP server with Windsurf Cascade.

Example 1: Hello World

To test the server and client are working and connected, enter the following prompt into the Cascade chat:

> Read the open project.

The agent should call the read_open_project tool.